PD Genie

A Powerful PD Software Solution from Sineedge

1
 PD Genie
Brief of Software

• This is a software application developed by Sineedge Consulting Private

Ltd.

• Mobile Application used for conducting personal discussions of various

types.

• The discussions are driven by inbuilt algorithms based on:

 Product.
 Customer Segment.
 Type of business activity / employment.

• Apart from facilitating logical and effective discussions, the application

also provides instant reports on completion of the discussion by the
officer, thereby removing the requirement of report preparation
manually.

• This product uses various other features like Geo-tagging, OTP

authentication, Satellite Images, Scoring, Time Stamping of
2
 PD Genie
Key Features
1. End to end software
integration
2. Lender Dashboard
3. SMS & App Alerts
4. Google Route Link to
Customers
5. OTP Authentication
3
Initiation to Report Creation –
No manual intervention
required.
Real time status updates in
Mobile / Web application.
Keeps Lender updated on PD
status.
Customer can track PD officer’s
actual location once he
initiates / leaves for the PD
location.
Authentication of person met.
 PD Genie
Key Features

Location gets Geo-tagged at

6. Geo-tagging of PD start of discussion & Satellite
location image of Geo-tagged location
provided in report.
Question Flow based on
Customer Segment, Product &
7. Algorithm Driven
Type of Activity. Avoids
Questionnaires
redundancy & ensures
relevance.
Uses dropdowns / Checklists /
Radio Buttons for answer
8. Ease in capturing customer
selection. Remarks and text
response
can be entered by officer, if
required; keeping the contents
of the report relevant.

4
 PD Genie
Key Features

9. App based photographs Prevents use of images

with Geo-tagging and time
stamps
10. Mandatory Photographs
11. Scorecard
12. Instant report generation
5
provided from other sources.
Ensures key photographs are
taken.
Key measurable parameters
used to score each discussion
with individual parameters and
scores highlighted.
PD score gives an overall view
on the PD .
Report generated and
submitted for QC instantly.
Significant save in TAT for report
creation.
 PD Genie
Key Features

PD information captured is
presented in smart formats.
Data converted into natural
13. Comprehensive PD
language for user
Content
convenience.
Scorecard presented in
Graphical form.
All reports would get checked
14. Quality Check by Central for quality by trained central
team team to ensure high quality
and consistency.

Direct Access through Lender

15. Report Submission
Dashboard. Email would also
be sent.
6
 PD Genie
PD Process Flow
Special
Features
start

The user triggers the PD through

Trigger • Defined smart template
software by providing the information.

Allocatio Allocation done to PD officer. • Auto allocation logic

n • Manual allocation

PD officer or by Central team to • Google map showing PD location

Scheduli
schedule PD. • Call option in app.
ng

• Customer gets google link through

PD officer initiates PD when he is
Initiating SMS to track PD officer.
ready to leave for the discussion.

7
 PD Genie
PD Process Flow
Special
Features
A

The user reaches the PD location and starts • Flexible PD templates for different
Start the discussion. customer segments, Products &
Type of Activity.

PD After doing the PD, user presses complete • Instant PD report generated for
Complete button to submit the case for Quality Check. Quality Check.

Quality • Editable data content highlighted

QC officer reviews the report in the software. • Guide for editing PD content.
Check

• Significant TAT save.

Client can download report from software or
Report • High Quality Report.
Report emailed to client.

End

8
 PD Genie
Mobile Screenshots

9
 PD Genie
Mobile Screenshots

10
 PD Genie
Sample Web Screenshot 1

11
 PD Genie
Sample Web Screenshot 2

12
PD Genie
Sample Report

13
 PD Genie
Sample Report

14
PD Genie
Sample Report

15
 PD Genie
Sample Report

16
PD Genie
Sample Report

17
PD Genie
Sample Report

18
PD Genie
Sample Report

19

Product Deployment Models
Model 1
SAAS
• Software resides on
Sineedge managed
Amazon Servers (Mumbai).
• Software maintained by
Sineedge.
• Plug and play model.
• Configurable PD templates.
• Pricing based on No of User
IDs.
PD Genie
Model 2 Model 3
License to Use Outsourced PD
• Software resides on • PD done by Sineedge
Client Servers. through own team using
• Software maintenance the software.
support by Sineedge, • Pricing would be Per PD.
through AMC.
• One time customisation
based on client specific
requirements, both in
flow and in PD
templates.
• Fee for license to use
and customisation.
• Annual Maintenance
Fee.
20
 PD Genie

SINEEDGE CONSULTING PRIVATE LIMITED

BUILDING VALUE TOGETHER

21